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Wade Allen Stafford

Advisor at Robert Baird & Co. — Cuero, TX

Updated today

Credentials

Series 63, Series 66

Experience

18 years

Location

Cuero, TX

Robert Baird & Co. logo

Robert Baird & Co.

Institution

Total advisors

2,633

Across 300 offices

Clients per advisor

90 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

Wade Stafford is a financial advisor with Robert W. Baird & Co. in Cuero, Texas, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services, MBO Partners, Charles Schwab, TD Ameritrade, and Fidelity Investments. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, supported by internal research and tools such as artificial intelligence.

Client services

Based on Robert Baird & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops See schedule d

Expertise

Based on Robert Baird & Co.

Wealth management Tax-loss harvesting

Occupation focus

Based on Robert Baird & Co.

Retired Founder/Business Owner

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Fee options

Fixed

Flat fees available for specific services or financial plans; negotiated per client agreement.

Percentage

$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable

Commissions

Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.

Project-based

Hourly consulting or advisory rates available; details negotiated per client agreement.

Other

Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.

Location

See office

Cuero, TX

Cuero TX

Advisors at this office

1

Most active in

Texas · Wisconsin

Work history

18 years of industry experience

Robert W. Baird & Co. Incorporated

2026 - Present • 1 year

Milwaukee, WI

Northwestern Mutual Investment Services LLC

2024 - 2026 • 2 years

Milwaukee, WI

MBO Partners

2024 - 2026 • 2 years

Milwaukee, WI

Northwestern Mutual Life Insurance Company

2024 - 2026 • 2 years

Milwaukee, WI

Charles Schwab Bank, SSB

2020 - 2024 • 4 years

Austin, TX

Charles Schwab

2020 - 2024 • 4 years

Austin, TX

TD Ameritrade, INC.

2017 - 2020 • 3 years

Fort Worth, TX

FIDELITY INVESTMENTS

2007 - 2017 • 10 years

Westlake, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Ronald S

CFP®, Series 63

Yorktown, TX

Ronald Ray Schulze

Ronald Schulze is a CFP® certificant with nine years of industry experience, operating his independent firm, Ronald Ray Schulze, in Yorktown, TX. He has been active in the financial services field since 1990. Ronald Ray Schulze provides personalized investment management and financial planning services primarily to individual clients. The firm employs a tactical asset allocation, core-and-satellite approach with a focus on mutual funds, incorporating market-timing strategies that are relatively uncommon among independent advisers.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Rebecca K

Series 63, Series 65

Cuero, TX

LPL Financial

Rebecca Koranek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at SagePoint Financial, OSAIC Services, and Cetera. She is also a commissioned notary, a role she has maintained since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisory strategies with proprietary research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Clifton F

CFP®, Series 66

Cuero, TX

Edward Jones

Clifton Foulds is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He owns the building occupied by his Edward Jones office in Cuero, TX. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of investment advisory programs and related services, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Trey P

Series 66

Cuero, TX

Edward Jones

Trey Parma is a financial advisor with Edward Jones in Cuero, Texas, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he operated Trey Parma Consulting and was involved with Goldman, Hunt & Notz, LLP for ten years. He also manages Parma Ranch, a personal family ranch where he maintains livestock and land. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment options, with a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Tyler M

Series 66

Cuero, TX

Edward Jones

Tyler Mc Clellan is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory work, he is involved in land holdings with family and receives royalties from cell tower investments. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management General retirement planning Founder/Business Owner Intergenerational Families

Benjamin L

Series 66

Cuero, TX

Edward Jones

Benjamin Langford is a financial advisor at Edward Jones with three years of industry experience. He previously worked at SWBC Investment Company and SWBC Investment Services LLC from 2022 to 2024. Outside of his advisory role, he owns rental property in San Antonio, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General estate planning guidance Multi-generational wealth transfer General retirement planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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